WS #13924
Holding: newest synthesis is 85d 3h old
July CPI at 3.4% YoY and 0.2% core MoM, matching expectations, boosting odds of Fed holding rates in September to ~55%. CoreWeave and Nebius report strong Q2 results, raising guidance and reinforcing AI infrastructure demand; SMCI also beats and raises.
US CPI in line, Fed hold odds rise
July CPI at 3.4% YoY and 0.2% core MoM, matching expectations, boosting odds of Fed holding rates in September to ~55%.
CoreWeave and Nebius report strong Q2 results, raising guidance and reinforcing AI infrastructure demand; SMCI also beats and raises.